Investor Qualifications
Konza Global will help you understand your investor qualifications and access to various alternative investments.
Investor Qualifications
We believe in empowering our clients with guidance needed to make informed investment decisions.
Investing wisely starts with understanding both opportunities and limitations. Here’s what you need to know about investor qualifications and how they may impact your investment strategy:
Accredited Investors: Accredited investors are individuals or entities that meet specific criteria set by securities laws. These qualifications typically include:
- Income Requirements: Individuals must have income exceeding $200,000 in each of the past two years (or $300,000 combined income with a spouse) and expect the same for the current year.
- Net Worth Requirements: Net worth exceeding $1 million, individually or jointly with a spouse (excluding the value of their primary residence.)
Accredited investors have access to a wider range of investment opportunities, including private placements, hedge funds and other alternative investments that may not be available to non-accredited investors.
Qualified Client: An individual or entity must meet at least one of the following criteria:
- Net Worth $2.2 million net worth (excluding primary residence).
- AUM: $1.1 million in assets under management with the adviser.
Qualified Purchasers: Qualified purchasers are a subset of accredited investors who must meet higher thresholds for investment in certain types of investment funds, such as:
- Investment Requirement: Individuals must own at least $5 million in investments, which can include certain types of securities, cash or other assets.
Qualified purchasers are eligible for investment in potentially more complex investment vehicles like certain hedge funds and private equity funds.
General Investors: General investors have access to publicly available investment opportunities such as stocks, bonds, mutual funds and exchange-traded funds (ETFs). New laws allow participation in certain alternative investments at lower amounts.
Our Advantage
We work closely with each client to evaluate their investor qualifications and tailor an investment strategy that aligns with their financial goals and risk tolerance. Whether you are looking to diversify your portfolio, generate income or achieve long-term growth, we offer personalized guidance to help you navigate your options.
Tell us your financial aspirations, and we’ll handle the rest
Our team actively manages your portfolio using tailored strategies that maximize returns and minimize risk — providing you with reports and insights every step of the way.
